See the Video Recording here: https://us02web.zoom.us/rec/play/5g2xBGJ8RWtjqm9m4I0wu0-P2JHT_2xCs7eH79bOZRkw4lumdeD7CQIaTDSRON3OtYY5ZwnBRFv5bmQY.mXR6_l2Zsoie27Xt?autoplay=true&startTime=1703091738000

Access the Live Transcript here: https://otter.ai/u/iw__FkOM6q_IIC6qMqE29cgZXh0?utm_source=copy_url 

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Creating a Wyoming Private Trust Company (PTC):

1. Pay for your PTC: www.abundancegroup.com/ptc
2. Create an account: www.belgrovemanagement.com
3. After creating an account, click the "messages" tab on the left side of the page and follow the instructions.

Outline:
-Private money lending and insurance updates. (0:00)
-Trusts, amendments, and asset conveyance. (4:43)
-Trust amendments and notary services. (9:46)
-Transferring assets to your Trust for accredited investor status. (18:01)
-Trusts, interest rates, and succession planning. (22:55)
-Trusts, taxes, and investments. (27:56)
-Obtaining an EIN number for a Trust. (36:12)
-LLC formation, EIN, and corporate transparency. (42:09)
-Trusts, EINs, and manager appointments. (48:05)
-Transferring accounts between TD Ameritrade and Charles Schwab. (55:24)
-Trust tax ID numbers and PTCs. (1:01:06)